Trio Wealth Management, LLC
● SEC registered since 2025CRD 328042SEC# 801-134440Great Falls, VA
Reg. AUM
$134M
Employees
4
Accounts
338
Location
Great Falls, VA
Trio Wealth Management, LLC assets under management
Trio Wealth Management, LLC operates as an SEC-registered investment adviser based in Great Falls, VA. The firm has been registered since 2025. It reports $134 million in regulatory assets under management and employs 4 people.
Trio Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin D McLoughlin | Co-Founder And Chief Investment Officer | 10-25% | 2023 |
| Michelle Patterson Hundley Control | Co-Founder And Ceo And Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Trio Wealth Management, LLC manage?
Trio Wealth Management, LLC reports $134 million in regulatory assets under management on its Form ADV.
How many employees does Trio Wealth Management, LLC have?
Trio Wealth Management, LLC reports 4 employees.
Where is Trio Wealth Management, LLC located?
Trio Wealth Management, LLC is based in Great Falls, VA and has been SEC-registered since 2025.
Does Trio Wealth Management, LLC disclose fund performance?
Trio Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 774a Walker Road, Great Falls, VA 22066 |
| Phone | (703) 459-9171 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134M▲ 32%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$134Mregulatory AUM
Discretionary $134M